WPW
XYZ

Waldron Private Wealth’s Block Inc XYZ Stock Holding History

Waldron Private Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,564
Closed -$212K – 411
2022
Q1 		$212K Buy
+1,564
New +$189K 0.01% 379
2021
Q4 		– Sell
-1,064
Closed -$255K – 384
2021
Q3 		$255K Sell
1,064
-6
-0.6% -$1.54K 0.01% 310
2021
Q2 		$260K Buy
1,070
+17
+2% +$3.94K 0.02% 293
2021
Q1 		$239K Buy
1,053
+116
+12% +$27.1K 0.02% 269
2020
Q4 		$203K Buy
+937
New +$183K 0.02% 280

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return